InstantResponse + Storage by Zapier + Workiz
InstantResponse + Storage by Zapier + Workiz
Add new InstantResponse leads to Workiz
When a new lead arrives in InstantResponse, re-typing it into Workiz by hand is slow and easy to forget, so leads can sit untouched while a competitor calls them first. This Zap watches InstantResponse for new leads and automatically creates a matching lead in Workiz with the customer's name, phone, address, and job details. Your team sees every lead in Workiz the moment it comes in and can follow up right away, so no opportunity slips through the cracks.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this...Create LeadSchedules a new lead in your Workiz account.
- then do this!Set ValueSet a value stored at a defined key.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with InstantResponse, Workiz, and more
- Lead Phone Number Added
Triggers when a phone number arrives on a lead AFTER the New Lead event already fired. Pair with New Lead in a Find/Update Zap so a contact created from New Lead gets patched with the consumer's phone once it lands.
Try ItTriggerInstant - Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite
